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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
YC
6401
Yunqi Capital
Hong Kong
USD 157 M -USD 19 M -11% 7.74% 65.3% 6 16.67% 1.9
Legacy Wealth Management (Idaho)
6402
Legacy Wealth Management (Idaho)
Idaho
USD 156 M -USD 15 M -9% 9.07% – 824 22.94% 0.2
Legacy Investment Solutions
6403
Legacy Investment Solutions
Idaho
USD 156 M -USD 15 M -9% 9.07% – 824 22.94% 0.2
Aspen Wealth Strategies
6404
Aspen Wealth Strategies
Colorado
USD 156 M +USD 1.14 M +0.7% 0.71% 72.3% 88 17.05% 1.4
Diamant Asset Management
6405
Diamant Asset Management
Connecticut
USD 156 M -USD 3.24 M -2% 0.38% 83.6% 75 1.33% 5.2
KHCM
6406
Kirtland Hills Capital Management
Ohio
USD 156 M -USD 25.1 M -14% 3.94% – 142 14.79% 0.6
GA
6407
Gagnon Advisors
New York
USD 156 M +USD 1.35 M +0.9% 22.2% 214% 28 10.71% 5.1
FAG
6408
Financial Architects (Georgia)
Georgia
USD 156 M +USD 925 k +0.6% 1.9% 35.9% 22 4.55% 0.9
Cambridge Capital Management
6409
Cambridge Capital Management
Illinois
USD 156 M +USD 4.1 M +3% 1.3% 55.9% 37 5.41% 0.9
Avondale Wealth Management
6410
Avondale Wealth Management
Texas
USD 156 M +USD 2.17 M +1% 2.57% 83.8% 118 9.32% 3.3
Guardian Wealth Advisors (Minnesota)
6411
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 156 M -USD 5.92 M -4% 1.32% 62.6% 82 9.76% 3.1
Richmond Brothers
6412
Richmond Brothers
Michigan
USD 156 M -USD 6.2 M -4% 1.45% 87.9% 36 19.44% 1.3
GAA
6413
Guardian Asset Advisors
Pennsylvania
USD 156 M +USD 8.7 M +6% 4.78% 106% 103 10.68% 0.9
Cascade Investment Advisors
6414
Cascade Investment Advisors
Oregon
USD 156 M -USD 1.22 M -0.8% 0.01% 79.1% 119 11.76% 4.1
Twin Lakes Capital Management
6415
Twin Lakes Capital Management
California
USD 156 M +USD 656 k +0.4% 2.01% 131% 240 0.83% 2.7
Immersion
6416
Immersion
Florida
USD 156 M – – 6.67% – 5 – 0
AUA Capital Management
6417
AUA Capital Management
Pennsylvania
USD 156 M -USD 16.9 M -10% 1.01% 70.2% 84 10.71% 6.4
Cox Capital Management
6418
Cox Capital Management
Massachusetts
USD 156 M -USD 11.4 M -7% 0.82% 106% 72 15.28% 3
CAM
6419
Crown Advisors Management
California
USD 156 M +USD 310 k +0.2% 5.05% 251% 44 22.73% 2.7
Udine Wealth Management
6420
Udine Wealth Management
Florida
USD 156 M +USD 14 M +10% 10.5% 141% 34 26.47% 1.2
Client First Investment Management
6421
Client First Investment Management
Wisconsin
USD 156 M +USD 24.9 M +19% 8.62% 243% 31 48.39% 0.6
Thompson Davis & Co
6422
Thompson Davis & Co
Virginia
USD 155 M +USD 20.1 M +15% 19.6% 179% 151 29.8% 2.2
Kiely Wealth Advisory Group
6423
Kiely Wealth Advisory Group
North Carolina
USD 155 M -USD 2.39 M -2% 0.11% – 318 3.14% 0.9
KCM
6424
Knoll Capital Management
Florida
USD 155 M -USD 60.5 M -28% 0.46% 258% 36 2.78% 2.2
FSC Wealth Advisors
6425
FSC Wealth Advisors
New York
USD 155 M +USD 16 M +12% 0.92% 66.4% 329 18.84% 1.6